Agent guide

Module 1 — Navigate the Platform

Start walkthrough

Interactive tour with screenshots — no sign-in required.

Part of Agent Basic Training.

What you will learn

  • How the Realtor Dashboard summarizes what needs attention
  • Where Transaction Room lives and what it is for
  • How the left menu organizes clients, listings, deals, referrals, and financial tools
  • How to open Help Centre guides while you work

When you finish the walkthrough, continue with Module 2: Add Clients or return to the Agent Basic Training program hub.